Is it the Time to Sell Netflix (NFLX) Shares?
Investment management company River Oak Capital recently released its first half 2022 investor letter. A copy of the same can be downloaded here.
Author Archive - Soumya Eswaran
Diamond Hill Capital Management Large Cap Strategy’s Q2 2022 Investor Letter
Diamond Hill Capital Management, an investment advisor, released its “Large Cap Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Diamond Hill Capital Small-Mid Cap Strategy’s Q2 2022 Investor Letter
Diamond Hill Capital, an investment advisor, released its “Small-Mid Cap Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Diamond Hill Capital Mid Cap Strategy’s Q2 2022 Investor Letter
Diamond Hill Capital, an investment advisor, released its “Mid Cap Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Is It a Good Time to Exit Your AppFolio (APPF) Shares?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth” second quarter 2022 investor letter.
Polen Capital: “Airbnb (ABNB) has a Unique Value Proposition”
Polen Capital, an investment management company, released its “Polen Focus Growth Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Should You Now Sell Your Trupanion (TRUP) Stake?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth” second quarter 2022 investor letter.
Here’s What Makes Unilever PLC (UL) an Attractive Investment
Polen Capital, an investment management company, released its “Polen International Growth Fund” second quarter 2022 investor letter.
Is it a Good Time to Add MercadoLibre (MELI) Shares in Your Portfolio?
Polen Capital, an investment management company, released its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter.
Here’s What Makes Charles River Laboratories International (CRL) a High Potential Long-Term Investment
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth” second quarter 2022 investor letter.
Is Autohome (ATHM) a Smart Investment?
Polen Capital, an investment management company, released its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter.
Is it a Good Time to Invest in Adobe (ADBE)?
Polen Capital, an investment management company, released its “Polen Focus Growth Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here’s What Makes Karooooo Ltd. (KARO) an Impressive Investment
Polen Capital, an investment management company, released its “Polen Global Emerging Markets Growth Fund” second quarter 2022 investor letter.
Here’s Why Polen Capital Reduced its Position in Endava plc (DAVA)
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Is SiteOne Landscape Supply (SITE) a Long-Term Bet?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Is Five Below (FIVE) a Good Long Term Investment?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Here’s Why Polen Capital Exited its Position in Malibu Boats (MBUU)
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Should You Invest in Progyny (PGNY) Now?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Should You Sell BigCommerce Holdings (BIGC) Due to its Deteriorating Profitability?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
Here’s Why Polen Capital Trimmed its Position in AMN Healthcare Services (AMN)
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
What Makes Bumble (BMBL) an Exciting Investment?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
River Oak Capital’s Q2 2022 Investor Letter
Investment management company River Oak Capital recently released its first half 2022 investor letter. A copy of the same can be downloaded here.
FPA U.S. Core Equity Fund’s Q2 2022 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA U.S. Core Equity Fund” second quarter 2022 investor letter.
Polen Capital U.S. Small Company Growth Fund’s Q2 2022 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Fund” second quarter 2022 investor letter.
What’s Going On With Illumina (ILMN)?
Harding Loevner, an asset management company, released its “Global Equity” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here’s What May Accelerate Philip Morris International (PM)’s Transition to Smokeless Products
Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Harding Loevner Overestimated Netflix (NFLX)’s Ability to Sustain its Subscriber Growth Rates
Harding Loevner, an asset management company, released its “Global Equity” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Is Meta Platforms (META) A Bargain Today?
Harding Loevner, an asset management company, released its “Global Equity” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Is Medtronic plc (MDT) A Good Long-Term Investment?
Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here’s Why Artisan Partners Added Netflix (NFLX) to its Portfolio
Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here is Why Artisan Partners Is Bullish On FedEx Corporation (FDX)
Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here is Why Bank of America (BAC) Is An Attractive Investment Now
Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here is Why Trip.com Group Limited (TCOM) A Good Investment Now
Artisan Partners, an investment management company, released its “Artisan International Value Fund” second quarter 2022 investor letter.
Is Alibaba Group Holding Limited (BABA) Absurdly Cheap or a Value Trap?
Artisan Partners, an investment management company, released its “Artisan International Value Fund” second quarter 2022 investor letter.
Here’s Why ABB Ltd (ABB)’s Share Price Declined
Artisan Partners, an investment management company, released its “Artisan International Value Fund” second quarter 2022 investor letter.
Artisan Partners is Confident About the Long-Term Outlook of HubSpot (HUBS)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here’s Why Artisan Partners Invested in ZoomInfo Technologies (ZI)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Is It Time To Buy SVB Financial Group (SIVB)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Should You Sell Lyft (LYFT)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here’s Why Artisan Partners Pared its Position in LPL Financial Holdings (LPLA)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Here is Why ETSY has a Long Runway for Continued Top-Line Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Should You Sell The New York Times Company (NYT)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Artisan Partners Believes in the Growth Prospects of Repligen Corporation (RGEN)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Should You Sell Ball Corporation (BALL)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here.
Is Alphabet (GOOG) A Good Stock To Buy Now Despite the Tough Macroeconomic Conditions?
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" July 2022 investor letter. A copy of the same can be downloaded here.
Is MercadoLibre (MELI) A Good Stock To Buy Despite the Macro Environment?
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" August 2022 investor letter. A copy of the same can be downloaded here.
Is It Time To Sell PayPal Holdings (PYPL)?
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" August 2022 investor letter. A copy of the same can be downloaded here.
Lakehouse Capital is Confident on the Growth Prospects of CoStar Group (CSGP)
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" July 2022 investor letter. A copy of the same can be downloaded here.
Here is Why Amazon.com (AMZN) Will Continue to Drive Growth for Many Years to Come
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" July 2022 investor letter. A copy of the same can be downloaded here.
Here is Why Visa (V) Will Continue Winning for Many Years to Come
Lakehouse Capital, an investment management company, released its "Lakehouse Global Growth Fund" July 2022 investor letter. A copy of the same can be downloaded here.
